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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
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hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BOOKING HOLDINGS INC COM 09857L108 4,961,379 857 SH SOLE N/A 857 0 0
BROADCOM INC COM 11135F101 8,714,123 31,613 SH SOLE N/A 31,613 0 0
DATADOG INC CL A COM 23804L103 1,619,214 12,054 SH SOLE N/A 12,054 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 3,510,488 35,814 SH SOLE N/A 35,814 0 0
MICRON TECHNOLOGY INC COM 595112103 6,078,444 49,318 SH SOLE N/A 49,318 0 0
NVIDIA CORPORATION COM 67066G104 10,429,552 66,014 SH SOLE N/A 66,014 0 0
ROBLOX CORP CL A 771049103 8,912,123 84,716 SH SOLE N/A 84,716 0 0
S&P GLOBAL INC COM 78409V104 10,589,565 20,083 SH SOLE N/A 20,083 0 0
SEA LTD SPONSORD ADS 81141R100 9,928,755 62,078 SH SOLE N/A 62,078 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 11,047,394 14,397 SH SOLE N/A 14,397 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,176,922 40,518 SH SOLE N/A 40,518 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,995,949 41,161 SH SOLE N/A 41,161 0 0